News & Insights: robert g. kuchner
WHAT’S OLD IS WHAT’S NEW
By Robert G. Kuchner | November 15, 2016
Contrary to popular belief ― and probably in keeping with your own professional experience ― high net worth individuals (HNWI) rarely regard tax reduction and improving cash flow as chief among their concerns. For affluent investors it's really about what they can walk away with, not necessarily how much they earn. And let’s face it, a great performing investment can become a very mediocre one once taxes kick in.
This article was written by Robert G. Kuchner, CPA/PFS, a Partner at Marks Paneth LLP. “What's Old Is What's New”, will appear in the December issue of Global Business Opportunities.
Wealth Management: When Is An Inheritance Too Big?
By Robert G. Kuchner | June 23, 2016
Creating a legacy can be challenging for high-net-worth individuals because of the size of their assets and the complexity of the vehicles used to pass wealth to the next generation. But there are many other considerations. In a recent article published in Private Wealth, Robert Kuchner, CPA, PFS, shares his experience and observations on:
• The psychological and emotional impact of inheritance decisions
• How to help your clients establish their goals so you can design an appropriate plan
• The risks of transferring wealth to the next generation
• Alternatives to a traditional legacy planning
CREATING A LEGACY: HOW MUCH WEALTH IS ENOUGH TO LEAVE CHILDREN
By Robert G. Kuchner | January 7, 2016
CREATING A LEGACY: WHAT ARE THE ALTERNATIVES TO A LUMP-SUM TRANSFER & BASICS OF CHARITABLE PLANNING
By Robert G. Kuchner | January 4, 2016